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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,345 | $96,805-33.5% | $153,741-58.1% | $77,762-17.3% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.1%-77.1pp | 70.6%-70.6pp |
| Annual return | 13.75% | 14.39%-0.6pp | 15.71%-2.0pp | 31.27%-17.5pp |
| Employer contribution / active EE | $7,547 | $5,232+44.2% | $5,042+49.7% | $2,728+176.6% |
| Participant deferral / active EE | $7,288 | $6,601+10.4% | $6,757+7.9% | $4,651+56.7% |
| Admin fee / account holder | $35 | $182-80.6% | $12,749-99.7% | $433-91.8% |